Core Viewpoint - The company announced that its major shareholder, Zhang Aijun, plans to reduce his shareholding by up to 2,313,800 shares, which is 1% of the total share capital, through centralized bidding within three months from the announcement date [1] Group 1: Shareholder Reduction Details - Zhang Aijun reduced his shareholding by 1,423,840 shares from July 15 to July 16, 2025, which accounts for 0.62% of the total share capital [2] - After the reduction, Zhang Aijun's shareholding decreased from 19,384,481 shares (8.38%) to 17,960,641 shares (7.76%) [2][3] - The reduction does not change the company's controlling shareholder or actual controller, nor does it significantly impact the company's governance structure or ongoing operations [2][4] Group 2: Compliance and Regulations - The reduction aligns with the previously disclosed plan and does not violate any commitments or relevant regulations [4] - The company confirms that the shareholding changes comply with the Securities Law and other applicable regulations [4]

Core Viewpoint - The announcement details the completion of share reduction plans by major shareholders and executives of Beijing Jingyeda Digital Technology Co., Ltd, specifically Zhang Aijun and Cao Wei, due to personal financial needs [1][2]. Shareholder Reduction Details - Zhang Aijun reduced his holdings by 2,313,720 shares, representing 1.00% of the total share capital, at an average price of 21.18 yuan per share [2][3]. - Cao Wei reduced his holdings by 367,500 shares, representing 0.16% of the total share capital, at an average price of 21.09 yuan per share [2][3]. - The price range for Zhang Aijun's share reduction was between 21 yuan and 21.35 yuan per share, while for Cao Wei, it was between 21.03 yuan and 21.13 yuan per share [2]. Shareholding Status Post-Reduction - After the reduction, Zhang Aijun holds 2,532,401 shares, which is 1.09% of the total share capital, down from 4,846,121 shares (2.09%) [3]. - After the reduction, Cao Wei holds 973,875 shares, which is 0.42% of the total share capital, down from 1,341,375 shares (0.58%) [3]. Compliance with Regulations - The share reductions were conducted in accordance with relevant laws and regulations, and the actual number of shares reduced did not exceed the planned amount [4]. - Both Zhang Aijun and Cao Wei confirmed that their reductions did not violate any commitments made regarding share transfers post-IPO [4].

证券代码：003005 证券简称：竞业达 公告编号：2025-035 北京竞业达数码科技股份有限公司 关于持股 5%以上股东、董事、高级管理人员减持计 划完成的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 北京竞业达数码科技股份有限公司（以下简称"公司"）于 2025 年 6 月 21 日披露了《关于持股 5%以上股东、董事、高级管理人员减持股份预披露的公告》 （公告编号：2025-031）。因个人资金需求，公司 5%以上股东、董事、高级管 理人员张爱军先生及董事、高级管理人员曹伟先生拟减持其持有的公司股份，计 划在减持计划公告之日起十五个交易日后的三个月内以集中竞价方式减持公司 股份，分别减持 2,313,800 股（占当前公司总股本比例 1.00%）和 367,500 股（占 当前公司总股本比例 0.16%）。 公司于近日收到张爱军先生、曹伟先生出具的《减持计划完成情况告知函》， 获悉张爱军先生、曹伟先生的减持计划已完成。截至本公告披露日，张爱军先生 通过集中竞价交易的方式减持公司股份 2,313,720 股，与减持预披露 2,313,800 股的 ...

| 1．基本情况 | | | --- | --- | | 信息披露义务人 | 张爱军 | | 住所 | 北京市海淀区银桦路 60 号院 6 号楼 | | 权益变动时间 | 2025 年 7 月 15 日-2025 年 7 月 16 日 张爱军因自身资金需要，于 2025 年 7 月 15 日至 2025 | | 年 7 | 月 16 日期间通过集中竞价交易方式累计减持公司股份 | | | 1,423,840 股,占公司总股本的 0.62%，此次股份减持后张爱 | | 权益变动过程 | 军持有公司股份 17,960,641 股，持有公司股份比例由 8.38% | | 下降至 | 7.76%，变动触及 1%的整数倍。 | | | 本次权益变动不会导致公司控股股东及实际控制人发 | | | 生变化,不会对公司治理结构及持续经营产生重大影响。 | | 股票简称 | 竞业达 股票代码 003005 | | 变动类型 上升□ | 有□ 无 | 一致行动人 | | | --- | --- | --- | --- | | （可多选） 下降 | | | | | 是否为第一大股东或实际控制人 | 否 | 是□ | | | ...

Summary of Conference Call Company and Industry - The conference call primarily discusses the developments and financial performance of a company in the **AI education** and **intelligent transportation** sectors, focusing on the integration of AI technologies in educational solutions and smart rail systems. Key Points and Arguments Financial Performance - In 2024, the company achieved a total revenue of **1.83 billion** with a year-on-year growth of **17.58%** [1] - The scale profit reached **426.9 million**, marking a significant year-on-year increase of **321.88%** [1] - The profit growth rate outpaced revenue growth, attributed to increased revenue scale and improved management of accounts receivable [1][4] - The gross profit margin was reported at **46.19%**, with a net profit margin of **8.85%**, reflecting a year-on-year increase of **6.38 percentage points** [4] Strategic Developments - The company is focusing on expanding its national market presence, particularly in regions outside of Beijing, with the establishment of six regional headquarters and over twenty branch offices [2] - Sales expenses increased by **18.81%** in 2024, indicating a strong push for market penetration [2][3] - The company has seen a **400%** year-on-year increase in new teaching orders from its regional headquarters [2] Research and Development - The company maintains a research and development investment of over **10%** of its revenue, with a total R&D expenditure of **56.82 million**, representing **11.77%** of revenue [3] - The workforce includes over **50%** technical personnel, with **27%** being R&D staff [3] - The company has filed **18 new patents**, bringing the total to **82 patents** by the end of 2024 [3] AI Technology Integration - The company has developed the **Starry Sky Education Model**, which has received approval from the National Internet Information Office, with seven algorithms already registered [5] - The model supports various applications, including text generation, natural language processing, and knowledge graph construction [5] - AI technologies are being applied in educational settings, significantly improving efficiency and reducing costs in classroom analysis and reporting [8][23] Market Trends and Future Outlook - The company anticipates continued growth in the AI education sector, driven by government investments and the increasing demand for integrated educational solutions [39] - The focus on **domestic substitution** in technology and products is expected to enhance the company's competitive edge in the market [29] - The company aims to leverage its extensive data and technology capabilities to support the rapid commercialization of AI products in education [12][39] Operational Efficiency - The company has improved its cash flow management, with a significant reduction in credit impairment losses by **72%**, maintaining a bad debt rate of less than **0.1%** [4] - The operational model has shifted from traditional system sales to a combination of system solutions and service sales, enhancing overall service delivery [10] Challenges and Considerations - The company acknowledges the challenges posed by the current economic environment and fiscal pressures, which may affect market dynamics and operational strategies [21] - The integration of AI in traditional sectors, such as rail transportation, is seen as a critical avenue for growth, with ongoing projects in major cities [27][28] Other Important Content - The company has initiated a training program for drone pilots and is exploring new business opportunities in vocational training [15][16] - The company is actively collaborating with educational institutions to implement AI-driven solutions, demonstrating a strong commitment to enhancing educational quality [20] - The conference concluded with a Q&A session, indicating investor interest in the company's future strategies and market positioning [40]

Summary of Key Points from Conference Call Records Industry or Company Involved - **AIDC and AI Education Sector**: The records discuss developments in the AIDC industry, particularly related to NVIDIA's H20 chip, and advancements in AI applications in education. Core Points and Arguments 1. **NVIDIA H20 Chip Release**: NVIDIA's CEO announced the approval of the H20 chip for sales to China, which is expected to accelerate domestic data center construction. The H20 chip has one-sixth the computing power of the H100 but offers competitive advantages in bandwidth and memory [2][12]. 2. **Increased Capital Expenditure**: Institutions predict that major domestic companies will increase their capital expenditures (Capex) due to the availability of the H20 chip, marking a turning point in AI infrastructure development in China [2][12]. 3. **AI in Education**: A shift towards "proactive output" AI products in education is anticipated, with several companies expected to launch AI agents that can replace human teachers in certain capacities. This trend is expected to gain momentum starting in 2025 [6][7]. 4. **Growth in AI Applications**: A report from A16Z indicates that global budgets for AI applications are expected to grow significantly, with an average increase of about 75% in the coming year as companies explore more use cases for AI [9][10]. 5. **Core Companies in AI Education**: Companies like Fangzhitech and Dou Shen Education are highlighted for their innovative AI educational products, which are expected to drive growth in the sector [7][8]. Other Important but Possibly Overlooked Content 1. **Market Dynamics**: The records mention that the AI application forum will take place on July 18, 2025, focusing on the integration of software and hardware in AI applications [9]. 2. **Financial Performance**: Companies like Lio Co. are expected to report significant improvements in net profit, driven by optimized customer structures in their digital marketing segments [19][20]. 3. **Regulatory Developments**: The approval of new drugs by companies like Lisheng Pharmaceutical indicates a growing market for innovative healthcare solutions, particularly in the treatment of Alzheimer's disease [16][17]. 4. **Investment Opportunities**: The records suggest potential investment opportunities in companies involved in AI, healthcare, and data center infrastructure, particularly those that are adapting to new technologies and market demands [19][20]. This summary encapsulates the key insights and developments from the conference call records, providing a comprehensive overview of the current trends and future expectations in the AIDC and AI education sectors.

Group 1 - The company expects a net loss attributable to shareholders in the range of 15 million to 22 million yuan for the current reporting period, compared to a loss of 13.7669 million yuan in the same period last year [1] - The net profit after deducting non-recurring gains and losses is projected to be a loss of 18 million to 25 million yuan, compared to a loss of 14.8742 million yuan in the previous year [1] - The basic earnings per share are expected to be a loss of 0.0951 yuan to 0.0648 yuan, compared to a loss of 0.0928 yuan per share last year [1] Group 2 - The company reports steady development across various business segments, with a year-end order backlog amounting to over 1.3 billion yuan in the education and examination sector [1] - The company is actively implementing an AI+ development strategy, maintaining a high level of investment in research and development [2] - Sales expenses have increased by approximately 9.4 million yuan compared to the previous year, reflecting the company's efforts in marketing and channel development [2]

[Beijing Jingyeda Digital Technology Co., Ltd. 2025 Semi-Annual Performance Forecast](index=1&type=section&id=北京竞业达数码科技股份有限公司%202025%20年半年度业绩预告) This report presents the preliminary performance forecast for Beijing Jingyeda Digital Technology Co., Ltd. for the first half of 2025, indicating an expected net loss [Current Period Performance Forecast](index=1&type=section&id=一、本期业绩预计情况) The company expects a loss for the first half of 2025, with net profit attributable to shareholders of listed companies projected to be a loss of CNY 15 million to CNY 22 million, an increase in loss compared to the CNY 13.7669 million loss in the same period last year Performance Forecast Summary | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Same Period Last Year | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Companies** | Loss: CNY 15 million ~ CNY 22 million | Loss: CNY 13.7669 million | | **Net Profit After Deducting Non-Recurring Gains and Losses** | Loss: CNY 18 million ~ CNY 25 million | Loss: CNY 14.8742 million | | **Basic Earnings Per Share** | Loss: CNY 0.0951/share ~ CNY 0.0648/share | Loss: CNY 0.0928/share | [Pre-Audit Status of Performance Forecast](index=1&type=section&id=二、业绩预告预审计情况) The financial data in this performance forecast has not been pre-audited by a certified public accountant - The company explicitly stated that the data in this performance forecast has not been pre-audited by a certified public accountant[3](index=3&type=chunk) [Explanation of Performance Change Reasons](index=1&type=section&id=三、业绩变动原因说明) During the reporting period, the company's business experienced losses due to seasonal characteristics, while significant increases in R&D and sales expenses, driven by the 'AI+' strategy and expansion of the national marketing network, were the primary reasons for the widened loss. Despite this, the company has a robust order backlog, and strengthened accounts receivable collection efforts led to a year-on-year reduction in credit impairment losses - The company's business exhibits seasonal characteristics, contributing to the first-half performance loss[4](index=4&type=chunk) - The company's order backlog totals **CNY 430 million**, with teaching and recruitment-related orders exceeding **CNY 130 million**, indicating steady business development[4](index=4&type=chunk) - To execute its AI+ development strategy and enhance its national marketing network, the company increased R&D investments and sales expenses, with sales expenses increasing by approximately **CNY 9.4 million** year-on-year, putting pressure on net profit[4](index=4&type=chunk) - The company strengthened accounts receivable collection efforts, resulting in a year-on-year reduction in credit impairment losses[4](index=4&type=chunk) [Risk Warning](index=1&type=section&id=四、风险提示) The company advises investors that the performance forecast data disclosed is a preliminary estimate by the finance department, and the final accurate data will be subject to the company's officially released 2025 semi-annual report - The performance forecast data represents preliminary estimates by the company's finance department, not final results[5](index=5&type=chunk) - Investors are advised to be aware of investment risks, and specific performance data will be based on the company's forthcoming 2025 semi-annual report[5](index=5&type=chunk)

Group 1 - The company, Jingyeda (003005), announced an expected net loss of 15 million to 22 million yuan for the first half of 2025, compared to a loss of 13.7669 million yuan in the same period last year [1]

Summary of the Conference Call Company Overview - **Company**: 金溢达 (Jingyida) - **Industry**: Education Information Technology - **Established**: 1997, listed on the main board in September 2020 - **Core Business**: Digital solutions for the education sector, focusing on AI integration in education Key Points and Arguments Industry Dynamics - **Market Potential**: The education information technology sector is supported by national policies and significant financial investments, with annual spending exceeding 400 billion yuan on education information technology, creating a market space of over a trillion yuan related to the company's business [2][4] - **Student Population Growth**: The implementation of the two-child policy is expected to lead to a continuous increase in the student population over the next decade, driving demand for school construction and investment [5] Company Strategy and Developments - **Data Accumulation**: The company has accumulated extensive educational data by covering over 400,000 classrooms across various educational levels, which is crucial for developing vertical AI models [2][3] - **AI and Model Technology**: The company is leveraging AI and large model technologies to reshape the competitive landscape of the education market, establishing competitive barriers through data accumulation and comprehensive solutions [2][6] - **Product Matrix**: The company has launched over 40 products, including smart hardware and educational platforms, enhancing the value of smart classrooms, with costs per classroom exceeding 500,000 yuan [2][7] Financial Performance and Investment - **R&D Investment**: In 2024, R&D investment is projected to be 56.82 million yuan, accounting for 11.77% of revenue, indicating a strong commitment to innovation [3][7] - **Sales Growth**: Orders from regional headquarters are expected to grow over four times year-on-year, with new regional headquarters established to enhance market penetration [3][7] Market Trends and Future Outlook - **Smart Classroom Market**: The current coverage of smart classrooms is only 15%, indicating significant growth potential. The average cost of building a smart classroom is projected to rise due to increased AI applications [8][10] - **Order Forecast**: Orders for smart classroom construction are expected to materialize in the third quarter of 2025, following the fiscal funding approval process [9] Competitive Landscape - **Market Positioning**: The company aims to capture a market share of 5% or higher in the next three years, focusing on the higher education market, which is seen as a growth window [11][12] - **Core Competitiveness**: The company's competitive edge lies in its comprehensive service offerings that integrate hardware and software, unlike competitors who focus on specific segments [12] Financial Management - **Debt Recovery**: The implementation of debt resolution policies has positively impacted the company's accounts receivable management, leading to a significant reduction in bad debt provisions [17] New Initiatives - **New Course Offerings**: The company has initiated new courses in AI and security, with early enrollment showing promising results, although revenue recognition is still pending [18] Additional Important Insights - **Government Support**: Strong governmental backing for digital transformation in education is expected to drive market growth [4] - **Technological Advancements**: The integration of AI technologies is anticipated to enhance the overall profitability and efficiency of educational solutions [10]